Defined Benefit (Pension) · DOL Form 5500 · 2023
Hapo Community Credit Union Pension Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 441
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $128,033
- Avg per participant Near avg balance/head
Official DOL plan name: Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Hapo Community Credit Union · Washington · Finance & Insurance
$56M in assets, 441 participants
Hapo Community Credit Union's Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust reported $56M in total assets and 441 participants in its 2023 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #7,062 in Finance & Insurance (8,869 peers)
Coverage in Washington
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust covers 441 participants in Washington, about 30% of the average Washington filer (state average ~1,476 per filing). Assets: $56M.
- #7,062
- in Finance & Insurance (8,869 peers)
- +0.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,462,680 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (441 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $223K in the plan year 2023 filing.
- Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 402 in the plan year 2022 filing to 441 in the plan year 2023 filing.
- Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $56M in the plan year 2022 filing to $56M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 911792217 · Hapo Community Credit Union PY 2023 · Defined Benefit (Pension)
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust · $56M · 441 · 87th
- NET $56M
- NET 441
- NET 87th
- NET Defined Benefit (Pension)
- NET near Velcro Pension Plan
- NET ind #7062
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Washington →
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $223K |
| Employer EIN | 911792217 |
| Plan Effective Date | 1968-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hapo Community Credit Union)
Sponsor-wide plan assets over time
All Hapo Community Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 9.914927582567232% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 862 | $78M |
| 2023 | 2 | 917 | $82M |
| 2024 | 2 | 945 | $86M |
Nearby Defined Benefit (Pension) Plans in Washington
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Western Conference of Teamsters Pension Plan $57.4B · 229,511
- The Pension Value Plan for Employees of the Boeing Company $25.0B · 31,566
- The Boeing Company Employee Retirement Plan $16.3B · 32,477
- Northwest Carpenters Retirement Plan $3.3B · 15,892
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan $3.1B · 8,339
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Washington, the nearest Defined Benefit (Pension) by assets is Velcro Pension Plan in NH ($56M); by covered participants it is Retirement Income Plan of the National Board of Medical Examiners in PA (440 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Velcro Pension Plan (NH) $56M · 196
- The Talbots, Inc. Pension Plan (MA) $56M · 314
- Permanente Retirement Plan (CA) $56M · 123
- Marine Carpenters Pension Fund (CA) $57M · 160
Similar participant headcount
Nearest other-state filings by covered participants (441 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.